USA Financial Formulas’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,778
| Closed | -$197K | – | 327 |
|
|
2025
Q1 | $197K | Sell |
2,778
-682
| -20% | -$48.3K | 0.03% | 154 |
|
|
2024
Q4 | $248K | Sell |
3,460
-12
| -0.3% | -$860 | 0.04% | 143 |
|
|
2024
Q3 | $293K | Sell |
3,472
-315
| -8% | -$26.6K | 0.05% | 120 |
|
|
2024
Q2 | $268K | Buy |
+3,787
| New | +$268K | 0.04% | 130 |
|
|
2024
Q1 | – | Sell |
-4,274
| Closed | -$260K | – | 388 |
|
|
2023
Q4 | $260K | Buy |
4,274
+4,254
| +21,270% | +$258K | 0.05% | 137 |
|
|
2023
Q3 | $1.15K | Hold |
20
| – | – | ﹤0.01% | 393 |
|
|
2023
Q2 | $1.48K | Hold |
20
| – | – | ﹤0.01% | 335 |
|
|
2023
Q1 | $1.54K | Buy |
+20
| New | +$1.54K | ﹤0.01% | 254 |
|
|
2022
Q3 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 189 |
|
|
2021
Q4 | – | Sell |
-189
| Closed | -$15K | – | 461 |
|
|
2021
Q3 | $15K | Buy |
+189
| New | +$15K | 0.01% | 233 |
|
|
2021
Q1 | – | Sell |
-50
| Closed | -$4K | – | 399 |
|
|
2020
Q4 | $4K | Buy |
50
+34
| +213% | +$2.72K | ﹤0.01% | 210 |
|
|
2020
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 276 |
|
|
2020
Q2 | $1K | Sell |
16
-34,056
| -100% | -$2.13M | ﹤0.01% | 186 |
|
|
2020
Q1 | $2.05M | Sell |
34,072
-13,676
| -29% | -$823K | 1.31% | 21 |
|
|
2019
Q4 | $2.89M | Sell |
47,748
-7,592
| -14% | -$460K | 1.2% | 25 |
|
|
2019
Q3 | $3.22M | Buy |
+55,340
| New | +$3.22M | 1.25% | 18 |
|
|
2017
Q4 | – | Sell |
-75,972
| Closed | -$2.78M | – | 314 |
|
|
2017
Q3 | $2.78M | Buy |
+75,972
| New | +$2.78M | 0.66% | 77 |
|
|
2016
Q4 | – | Sell |
-95,196
| Closed | -$2.91M | – | 317 |
|
|
2016
Q3 | $2.91M | Buy |
95,196
+1,956
| +2% | +$59.8K | 0.75% | 41 |
|
|
2016
Q2 | $3.04M | Buy |
+93,240
| New | +$3.04M | 0.83% | 33 |
|